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Allow Admins to Convert Existing Data Designs to Design Templates

  • May 2, 2022
  • 8 replies
  • 55 views

bradley
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Basically what the title says. From what I can see so far, there doesn’t appear to be a way to convert an existing design into a template. 

 

It would be great if there was a way to do that, so that you wouldn’t need to rebuild existing designs as templates, or if you decided you want a design to be a template later on.

8 replies

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • May 3, 2022

This would be extremely handy, and really make adding design templates a lot easier.  


sandeep_dugar
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  • Gainsight Employee ⭐️
  • August 18, 2022

Just in case this is still open, 
The functionality should be available since the feature release. Both the options are present - to save a design template from an existing design or to update a design template from an existing design.


 

 


sandeep_dugar
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  • Gainsight Employee ⭐️
  • August 18, 2022

 


anirbandutta
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  • Expert ⭐️
  • August 24, 2022

Awesome… thanks for sharing @sandeep_dugar 

@bradley did you have a chance to check this approach?


bradley
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  • Author
  • Expert ⭐️
  • August 24, 2022

Awesome… thanks for sharing @sandeep_dugar 

@bradley did you have a chance to check this approach?

Had no idea that was there and that’s what it did - maybe that tells us something?

I think having it as an action here would be helpful too

Three dots on the data designer list page

 


anirbandutta
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  • Expert ⭐️
  • August 24, 2022

+@rakesh on this UX feedback


anirbandutta
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  • Expert ⭐️
  • August 24, 2022
No StatusCurrent Functionality

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • August 26, 2022

 

Great to know and +1 on the UX feedback from @bradley